See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, INC. Service code 26 11350 TOMAHAWK CREEK PKWY, STE 200 · LEAWOOD, KS 66211 | Advisory (Participants) | $18,077 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,624 | $46,732+78.9% | $156,549-46.6% | $55,167+51.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 32.66% | 17.72%+14.9pp | 32.23%+0.4pp | 169.23%-136.6pp |
| Employer contribution / active EE | $5,515 | $2,105+162.0% | $5,501+0.3% | $1,963+181.0% |
| Participant deferral / active EE | $5,081 | $2,204+130.5% | $4,871+4.3% | $3,054+66.4% |
| Admin fee / account holder | $108 | $418-74.1% | $13,027-99.2% | $504-78.5% |